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Vertimart Exquise integration

An agent that registers patients in Exquise

Ipster answers the phone, finds a free slot in Vertimart Exquise and registers the new patient. The agent can book a first appointment at the same time.

Ipster and Vertimart Exquise, directly connected

What the agent does

The actions the agent performs in Vertimart Exquise

You choose which actions the agent may use. The integration works for phone agents.

Check availability

The agent looks up the free slots for a type of appointment and a period. It gets them back per practitioner and chair.

Look up locations

The agent fetches the practice locations, with name, address and phone number.

Register a patient by name and address

The agent registers a new patient with name, date of birth, address and email address. A phone number and a location can be added.

Register a patient via the BSN

With the BSN, the date of birth and the email address, the agent registers the patient. The name and address details are then retrieved automatically.

Book a first appointment straight away

When registering, the agent can also record a first appointment, with appointment type, start time, practitioner and chair. A remark can be added to the appointment.

Cancel a registration

The agent cancels an earlier patient registration and the appointment that comes with it.

What a call looks like

From call to registration, without manual work

  1. 1

    The patient calls

    Ipster answers and hears what the caller needs.

  2. 2

    The agent finds a slot

    It looks up the free slots for the type of appointment, per practitioner and chair.

  3. 3

    The patient is registered

    By name and address, or via the BSN, optionally with the first appointment straight away.

  4. 4

    Everything is in Exquise

    The registration is directly in your practice system.

Patient registration in Exquise

  • Patient · By Ipster

    Registered in Exquise

  • Appointment · By Ipster

    First appointment scheduled

  • Location · By Ipster

    Chosen practice location

You decide

You stay in control

Choose the actions

Switch each action on or off, from checking availability to cancelling a registration.

Choose how the patient registers

With name and address, or via the BSN. Registering via the BSN requires the patient's consent.

Shield sensitive data

In Ipster's privacy settings you choose which data, such as the BSN and the date of birth, is masked in the stored transcript and the logs. The audio recording still contains the spoken data.

How to connect it

Connected in three steps

01

Enter your details

Enter the API key and the licence ID that you receive from Vertimart.

02

Choose the actions

Decide what the agent may do, for example only check availability and register by name and address.

03

Tell it in the prompt

Explain to the agent when to use which action and what details to ask the patient for.

Frequently asked questions

About the Vertimart Exquise integration

The agent can look up available appointment slots, look up the practice locations, register a patient by name and address or via the BSN, and cancel a registration. When registering, it can book a first appointment straight away. You choose which actions are on.

You enter the API key and the licence ID that you receive from Vertimart. Then you choose which actions the agent may perform.

Yes, if you switch that action on. The agent then needs the patient's BSN, date of birth and email address. The name and address details are retrieved automatically. This requires the patient's consent.

In the privacy settings you can have the BSN and the date of birth, among other things, masked in the stored transcript, the logs and the call analysis. That filter is off by default, so you switch it on yourself. The audio recording still contains the spoken data.

No. The Vertimart Exquise integration works for phone agents.

Let your agent work in Vertimart Exquise

Book a demo and see how Ipster finds a free slot and registers a new patient.

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